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Advisor at MEMBERS ADVISORY GROUP, LLC
WILLIAMSVILLE, NY
Data as of (this record's last observation) from federal regulator filings. Page built and rebuilt at most every 15 minutes.
This entity has not been resolved onto another DFX graph by a shared identifier. A name match elsewhere would be a candidate, never an identity, and none is recorded.
| Firm | Class | Began | Ended | Current | Branch | Basis |
|---|---|---|---|---|---|---|
| MEMBERS ADVISORY GROUP, LLC | Independent wealth | Feb 14, 2023 | n/a | yes | WILLIAMSVILLE, NY | Current employment |
| EQUITABLE ADVISORS, LLC | National bd RIA | Dec 19, 2019 | Aug 5, 2020 | no | WILLIAMSVILLE, NY | Previous registration |
| From | To | Left | Joined | Gap, days | Kind | Move type |
|---|---|---|---|---|---|---|
| EQUITABLE ADVISORS, LLC | MEMBERS ADVISORY GROUP, LLC | Aug 5, 2020 | Feb 14, 2023 | 923 | Firm change after gap | Ibd to RIA |